Cummings & Lockwood

IRS Denies IRC Section 1035 Tax Deferral in Annuity Exchange

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Taxpayer's receipt of outright cash from original insurance company barred non-recognition

June 29, 2016

Trusts & Estates Magazine Website

Andrew M. Nerney and Andrew Brett Seiken, associates in Cummings & Lockwood's Private Clients Group, published an article entitled "IRS Denies IRC Section 1035 Tax Deferral in Annuity Exchange" which appeared on Trusts & Estates magazine website on June 29, 2016.  To read the full article, click here.